Creating billing documents in Group Sales

You can upload documents to use as templates for billing customers.

1. In Group Sales, go to Settings > Document Settings > Document templates.
2. Upload any print templates, terms and conditions, or other document templates you've created.

To view and generate invoices in Group Sales, select a booking and click Billing information > Billing breakdown > Build invoice. In the default invoice templates delivered with Group Sales, generated document add-ons are always visible. Alternatively, you can customise the templates according to your preferences.

Note: If you've configured more than one level of sales tax in Head Office and would like to see one or more of those levels in individual lines in deposit, remainder, and reversal invoices, you can make this change without adjusting the template. Select any combination of sales tax levels in the GroupSales_InvoiceSalesTaxBreakdown system setting, and the deposit, remainder, and reversal invoices you generate will include a sales tax line for each level you selected.